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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,160 | $45,872-51.7% | $77,100-71.3% | $68,490-67.6% |
| Participation rate | 93.6% | 55.9%+37.7pp | 67.9%+25.7pp | 67.9%+25.7pp |
| Annual return | 35.98% | 1.73%+34.3pp | 42.35%-6.4pp | -7.85%+43.8pp |
| Employer contribution / active EE | $8,467 | $1,650+413.3% | $2,815+200.8% | $2,597+226.1% |
| Participant deferral / active EE | $11,533 | $2,963+289.3% | $4,430+160.4% | $4,028+186.3% |
| Admin fee / account holder | $5,860 | $3,041+92.7% | $5,443+7.6% | $5,403+8.5% |